RGAGX vs. RWMGX

In the year-to-date period, RGAGX achieves a -2.44% return, which is significantly lower than RWMGX's 0.58% return. Over the past 10 years, RGAGX has underperformed RWMGX with an annualized return of 5.71%, while RWMGX has yielded a comparatively higher 6.30% annualized return.

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RGAGX has a 0.30% expense ratio, which is higher than RWMGX's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds The Growth Fund of America Class R-6 (RGAGX) and American Funds Washington Mutual Investors Fund Class R-6 (RWMGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current RGAGX Sharpe Ratio is 0.14, which is comparable to the RWMGX Sharpe Ratio of 0.12. The chart below compares the historical Sharpe Ratios of RGAGX and RWMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

RGAGX's dividend yield for the trailing twelve months is around 0.75%, less than RWMGX's 1.71% yield.

The maximum RGAGX drawdown since its inception was -41.74%, which is greater than RWMGX's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for RGAGX and RWMGX. For additional features, visit the drawdowns tool.